Financial Management Network’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Financial Management Network’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,087	Closed	-$207K	–	189
2025 Q3	$207K	Sell	5,087 -1,332	-21%	-$51.6K	0.03%	183
2025 Q2	$240K	Buy	+6,419	New	+$220K	0.04%	155
2024 Q4	–	Sell	-6,207	Closed	-$209K	–	172
2024 Q3	$209K	Sell	6,207 -14	-0.2%	-$456	0.04%	163
2024 Q2	$200K	Sell	6,221 -155	-2%	-$4.97K	0.05%	145
2024 Q1	$205K	Sell	6,376 -4,095	-39%	-$128K	0.05%	154
2023 Q4	$325K	Sell	10,471 -962	-8%	-$28.2K	0.09%	111
2023 Q3	$320K	Sell	11,433 -422	-4%	-$12.9K	0.11%	112
2023 Q2	$363K	Sell	11,855 -1,876	-14%	-$58.1K	0.13%	105
2023 Q1	$428K	Buy	13,731 +345	+3%	+$10.6K	0.17%	88
2022 Q4	$397K	Buy	13,386 +224	+2%	+$6.34K	0.18%	99
2022 Q3	$362K	Buy	13,162 +63	+0.5%	+$1.85K	0.18%	101
2022 Q2	$379K	Sell	13,099 -743	-5%	-$23.8K	0.2%	93
2022 Q1	$495K	Sell	13,842 -135	-1%	-$4.77K	0.25%	70
2021 Q4	$529K	Sell	13,977 -1,472	-10%	-$56.4K	0.24%	77
2021 Q3	$587K	Buy	15,449 +628	+4%	+$24.5K	0.3%	70
2021 Q2	$578K	Buy	14,821 +3,630	+32%	+$141K	0.29%	70
2021 Q1	$434K	Buy	11,191 +1,769	+19%	+$65K	0.22%	84
2020 Q4	$344K	Buy	+9,422	New	+$307K	0.21%	83

Other funds holding GWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Management Network's GWX Position: Q4 2025 in Review

Financial Management Network sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2025, closing a stake of 5,087 shares — an estimated $207K sold.

Financial Management Network first reported a position in GWX in Q4 2020 and held it in 18 quarters. The position peaked at $587K in Q3 2021. 250 funds tracked by Wall St. Rank hold GWX as of Q4 2025.

Financial Management Network reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Financial Management Network sold 5,087 State Street SPDR S&P International Small Cap ETF shares in Q4 2025, an estimated $207K.
Financial Management Network first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2020 and held it in 18 quarters.
Financial Management Network's State Street SPDR S&P International Small Cap ETF position peaked at $587K in Q3 2021.
250 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2025.

Based on Financial Management Network's 13F filing for Q4 2025, filed 8 Jan 2026.